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Simplicity Wealth’s National Fuel Gas NFG Stock Holding History

Simplicity Wealth’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-61,558
Closed -$3.34M – 959
2024
Q2 		$3.34M Buy
61,558
+1,532
+3% +$84K 0.08% 252
2024
Q1 		$3.22M Buy
+60,026
New +$2.97M 0.08% 260

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Simplicity Wealth's NFG Position: Q3 2024 in Review

Simplicity Wealth sold out of National Fuel Gas (NFG) in Q3 2024, closing a stake of 61,558 shares — an estimated $3.34M sold.

Simplicity Wealth first reported a position in NFG in Q1 2024 and held it in 2 quarters. The position peaked at $3.34M in Q2 2024. 480 funds tracked by Wall St. Rank hold NFG as of Q3 2024.

  • Simplicity Wealth reported no remaining National Fuel Gas position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 61,558 National Fuel Gas shares in Q3 2024, an estimated $3.34M.
  • Simplicity Wealth first reported a position in National Fuel Gas in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's National Fuel Gas position peaked at $3.34M in Q2 2024.
  • 480 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.